A complete list of active advisors currently associated with Leeb Capital Management, Inc.
Warmer can help you find a great advisor at Leeb Capital Management, Inc. or one who fits your needs even better.
The firm provides investment supervisory services to individuals, institutions, trusts, pensions and profit‑sharing plans, managing separate accounts on a discretionary basis and reporting roughly $111.9 million in assets under management for about 60 clients. It offers portfolio management across several strategies, including large‑cap growth, an income‑and‑growth approach, and a resources‑and‑energy focused strategy. The firm’s investment process combines top‑down macroeconomic theme identification with bottom‑up fundamental security selection, producing watchlists and model portfolios that are implemented with individualized account constraints and client‑imposed restrictions. Portfolios are managed with explicit sell disciplines and position limits (generally an 8% cap with disclosed exceptions for commodity‑linked funds and certain contrarian instruments), and the adviser may take temporary defensive positions or use commodity‑linked ETFs/ETNs as part of its risk management tools. Noteworthy operational features disclosed in the brochure include an affiliated paid newsletter edited by the firm’s founder to which portfolio managers contribute (the firm discloses contributors expect to spend about 10% of their time on the publication) and a referral arrangement with an online matching service that links to the firm’s public ADV. The firm also discloses and advertises performance results and describes specific policies about trading relative to newsletter publications and related conflicts of interest, a combination of practices that is less common among its peers.
To learn more about the advisors currently working at Leeb Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Leeb Capital Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 7
| |
New York, NY
| 20
| |
Quincy, MA
| 0
|
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